QRG Capital Management Inc. Acquires 5,173 Shares of Mastercard Incorporated $MA

QRG Capital Management Inc. increased its holdings in shares of Mastercard Incorporated (NYSE:MA) by 4.7% during the 4th quarter, HoldingsChannel reports. The fund owned 115,091 shares of the credit services provider’s stock after buying an additional 5,173 shares during the period. Mastercard accounts for approximately 0.7% of QRG Capital Management Inc.’s portfolio, making the stock its 18th biggest holding. QRG Capital Management Inc.’s holdings in Mastercard were worth $65,703,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also bought and sold shares of the business. Hidden Cove Wealth Management LLC boosted its stake in Mastercard by 10.0% during the fourth quarter. Hidden Cove Wealth Management LLC now owns 582 shares of the credit services provider’s stock worth $332,000 after acquiring an additional 53 shares in the last quarter. Triasima Portfolio Management inc. boosted its stake in Mastercard by 0.9% during the fourth quarter. Triasima Portfolio Management inc. now owns 2,482 shares of the credit services provider’s stock worth $1,417,000 after acquiring an additional 22 shares in the last quarter. Ascent Wealth Partners LLC boosted its stake in Mastercard by 18.9% during the fourth quarter. Ascent Wealth Partners LLC now owns 16,074 shares of the credit services provider’s stock worth $9,176,000 after acquiring an additional 2,551 shares in the last quarter. Pinnacle Wealth Management Advisory Group LLC boosted its stake in Mastercard by 4.0% during the fourth quarter. Pinnacle Wealth Management Advisory Group LLC now owns 16,936 shares of the credit services provider’s stock worth $9,669,000 after acquiring an additional 655 shares in the last quarter. Finally, Varma Mutual Pension Insurance Co boosted its stake in Mastercard by 4.9% during the fourth quarter. Varma Mutual Pension Insurance Co now owns 148,208 shares of the credit services provider’s stock worth $84,609,000 after acquiring an additional 6,900 shares in the last quarter. Institutional investors own 97.28% of the company’s stock.

Mastercard Stock Up 2.0%

MA opened at $505.43 on Tuesday. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 2.56. Mastercard Incorporated has a 1-year low of $480.50 and a 1-year high of $601.77. The company has a market capitalization of $450.75 billion, a PE ratio of 29.25, a PEG ratio of 1.59 and a beta of 0.76. The firm’s 50 day simple moving average is $506.73 and its two-hundred day simple moving average is $535.86.

Mastercard (NYSE:MA) last released its quarterly earnings results on Thursday, April 30th. The credit services provider reported $4.60 earnings per share for the quarter, topping the consensus estimate of $4.41 by $0.19. Mastercard had a net margin of 45.88% and a return on equity of 212.96%. The business had revenue of $8.40 billion for the quarter, compared to the consensus estimate of $8.26 billion. During the same period last year, the firm earned $3.73 earnings per share. The company’s quarterly revenue was up 15.8% on a year-over-year basis. As a group, equities analysts forecast that Mastercard Incorporated will post 19.54 EPS for the current year.

Mastercard Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 8th. Shareholders of record on Thursday, April 9th will be given a $0.87 dividend. The ex-dividend date is Thursday, April 9th. This represents a $3.48 annualized dividend and a yield of 0.7%. Mastercard’s dividend payout ratio (DPR) is presently 20.14%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on the stock. Wells Fargo & Company boosted their price objective on shares of Mastercard from $660.00 to $668.00 and gave the stock an “overweight” rating in a research note on Thursday, January 29th. Rothschild & Co Redburn set a $685.00 target price on shares of Mastercard in a research note on Wednesday, January 28th. Royal Bank Of Canada dropped their target price on shares of Mastercard from $656.00 to $629.00 and set an “outperform” rating on the stock in a research note on Friday. Bank of America began coverage on shares of Mastercard in a research note on Thursday, March 5th. They issued a “buy” rating and a $700.00 target price on the stock. Finally, BMO Capital Markets began coverage on shares of Mastercard in a research note on Tuesday, April 21st. They issued an “outperform” rating and a $605.00 target price on the stock. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Buy” and an average price target of $657.07.

Mastercard News Roundup

Here are the key news stories impacting Mastercard this week:

• Positive Sentiment: Q1 beat: Mastercard reported revenue up ~15.8% y/y and non-GAAP EPS that topped consensus, driven by volume and value‑added services — a core reason traders are bullish on near‑term momentum. MA Q1 Deep Dive: Cross-Border Headwinds and Value-Added Services Drive Diverging Trends
• Positive Sentiment: Accelerating digital‑asset strategy: Mastercard announced partnerships (MoonPay, Rain, KuCoin), extended crypto spending options, rolled out programmable/agent-initiated payment tools, and is acquiring BVNK to beef up on‑chain rails — actions that expand TAM and fee‑bearing services. Mastercard Deepens Digital Asset Push With Stablecoin And AI Payment Rails
• Positive Sentiment: Analyst / buy-case support: Some outlets and independent analysts are lifting Mastercard as a top pick post‑Q1, citing resilient fundamentals and a discounted entry after the pullback. Mastercard Is One Of Our Top Picks After Q1 Beat
• Neutral Sentiment: AI / agentic commerce context: Industry pieces note payment networks (including Mastercard) are building infrastructure for agentic commerce — a long‑term growth vector but one that will take time to monetise. Payment Networks Ready Infrastructure for Agentic Commerce at Scale
• Neutral Sentiment: Long-term fundamentals: Deep‑dive analysis highlights strong ROE, high margins, and a shift into higher‑margin services (fraud/cyber, data analytics), supporting a constructive long‑term thesis despite macro noise. Mastercard And Its Real Value
• Negative Sentiment: Analyst downgrades / price‑target trims: Some firms have lowered targets after the post‑earnings move, which can cap near‑term upside and increase volatility. Royal Bank Of Canada Cuts Mastercard (NYSE:MA) Price Target to $629.00 Susquehanna Lowers Mastercard (NYSE:MA) Price Target to $665.00
• Negative Sentiment: Cross‑border / FX headwinds: Management noted cross‑border travel and FX dynamics are creating uneven trends across regions — a constraint on revenue mix and near‑term growth outlook despite the overall beat. MA Q1 Deep Dive: Cross-Border Headwinds and Value-Added Services Drive Diverging Trends

About Mastercard

Mastercard Incorporated is a global payments technology company that operates a network connecting consumers, financial institutions, merchants, governments and businesses in more than 200 countries and territories. The company facilitates electronic payments and transaction processing for credit, debit and prepaid card products carrying the Mastercard brand, while also providing a range of payment-related services to issuers, acquirers and merchants. Its technology and network enable authorization, clearing and settlement of payments and support a broad set of use cases including point-of-sale, e-commerce and mobile payments.

Beyond core transaction processing, Mastercard offers a suite of value-added services such as fraud and risk management, identity and authentication tools, tokenization and digital wallet support, cross-border and commercial payment solutions, and data analytics and consulting services for merchants and financial partners.